Lead Generation Tool Designed for Financial Advisors

22 Sep 2016

RightCapital is proud to announce the launch of RightCapital Leads at the XYPN Conference 2016. RightCapital Leads is a lead generation tool designed specifically for financial advisors to help them generate, nurture and convert leads into clients.

Imagine having your own personally branded version of a ‘mint‌.com’!

  • Now advisors can have a unique branded portal that you can add to your website.

  • Any individual consumer can create an account via the portal, without advisor’s invitation.

  • Individual consumers can enter their information with a simple 6-step guided process, see a net worth summary, and track budgeting, spending, and cash flows.

  • Advisors will get an email notification whenever a consumer creates an account.

  • Consumer’s info will be automatically populated in RightCapital’s core financial planning tool. Advisors can easily create/expand to a more comprehensive plan for the client.

  • With a few clicks by advisors, clients can gain access to a much more comprehensive plan via the same portal.

Numerous use cases for RightCapital Leads which can help advisors:
  • Drive more traffic to your site and convert traffic to your site into leads.

  • Engage prospects by offering him/her a “light” planning/analysis before they commit to becoming a client.

  • Start to engage with current clients’ children via a free budgeting/expense tool

  • Reduce the friction associated with converting a lead into a client.

  • Create a more effective digital marketing and webinar process for your practice - now you can provide a link to “free mint.com service” to help engage prospects and drive them to take actions.

RightCapital is the leading financial planning software for advisors. Click here to schedule your demo.